TRUST CO OF VERMONT Diversified Active

CIK: 0001134008 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Mar 8, 2024

Total Value ($000): $1,499,637 (100.0% shares, 0.0% debt)

Holdings (803)

AAPL Apple Inc 6.7%
Value ($000) $100,506 Shares 522,030 Est. Cost $98.20 Unrealized +86.2%
MSFT Microsoft Corp 4.5%
Value ($000) $67,301 Shares 178,974 Est. Cost $77.23 Unrealized +353.6%
GOOG Alphabet Inc Cap Stk Cl C 3.3%
Value ($000) $49,474 Shares 351,053 Est. Cost $107.67 Unrealized +25.1%
AMZN Amazon Com Inc 2.9%
Value ($000) $44,107 Shares 290,292 Est. Cost $120.13 Unrealized +16.7%
BRK/B Berkshire Hathaway Inc Del Cl B New 2.7%
Value ($000) $40,370 Shares 113,189 Est. Cost $152.21 Unrealized +130.6%
COST Costco Wholesale Corporation 2.1%
Value ($000) $31,518 Shares 47,748 Est. Cost $180.63 Unrealized +217.5%
JPM JP Morgan Chase & Co 1.9%
Value ($000) $28,025 Shares 164,754 Est. Cost $71.42 Unrealized +102.9%
MA Mastercard Inc 1.7%
Value ($000) $25,455 Shares 59,683 Est. Cost $125.87 Unrealized +215.5%
ACN Accenture PLC Ireland 1.6%
Value ($000) $24,559 Shares 69,986 Est. Cost $81.92 Unrealized +281.7%
Blackrock Inc 1.5%
Value ($000) $22,814 Shares 28,103 Est. Cost $389.03 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $22,211 Shares 141,709 Est. Cost $78.06 Unrealized +84.0%
ABBV Abbvie Inc 1.4%
Value ($000) $21,674 Shares 139,860 Est. Cost $36.04 Unrealized +276.6%
TMO Thermo Fisher Scientific Inc 1.4%
Value ($000) $20,271 Shares 38,191 Est. Cost $164.04 Unrealized +193.1%
PANW Palo Alto Networks Inc 1.3%
Value ($000) $20,062 Shares 68,034 Est. Cost $80.41 Unrealized +66.3%
AMAT Applied Materials Inc 1.3%
Value ($000) $19,833 Shares 122,373 Est. Cost $48.30 Unrealized +198.5%
UNP Union Pacific Corp 1.3%
Value ($000) $19,626 Shares 79,905 Est. Cost $97.68 Unrealized +114.2%
PG Procter & Gamble Co 1.3%
Value ($000) $19,149 Shares 130,675 Est. Cost $75.79 Unrealized +85.5%
HON Honeywell Intl Inc 1.2%
Value ($000) $18,565 Shares 88,529 Est. Cost $98.29 Unrealized +75.3%
ABT Abbott Laboratories 1.2%
Value ($000) $18,492 Shares 168,006 Est. Cost $44.80 Unrealized +114.5%
HD Home Depot 1.2%
Value ($000) $18,366 Shares 52,996 Est. Cost $119.80 Unrealized +145.2%
PEP Pepsico Inc 1.2%
Value ($000) $18,203 Shares 107,176 Est. Cost $74.55 Unrealized +106.2%
LOW Lowes Companies Inc 1.2%
Value ($000) $17,810 Shares 80,027 Est. Cost $53.82 Unrealized +261.8%
NEE Nextera Energy Inc 1.1%
Value ($000) $17,010 Shares 280,038 Est. Cost $56.77 Unrealized -5.8%
META Meta Platforms Inc 1.1%
Value ($000) $16,545 Shares 46,743 Est. Cost $141.22 Unrealized +129.0%
BDX Becton Dickinson & Company 1.0%
Value ($000) $15,726 Shares 64,496 Est. Cost $143.88 Unrealized +64.4%
INTU Intuit 1.0%
Value ($000) $14,421 Shares 23,073 Est. Cost $276.31 Unrealized +97.1%
UNH UnitedHealth Group Inc 1.0%
Value ($000) $14,358 Shares 27,272 Est. Cost $323.01 Unrealized +58.3%
CMCSA Comcast Corp Cl A 0.9%
Value ($000) $14,143 Shares 322,537 Est. Cost $32.94 Unrealized +21.7%
IJR I Shares Core S&P Small-Cap ETF 0.9%
Value ($000) $14,082 Shares 130,085 Est. Cost $83.07 Unrealized
V Visa Inc 0.9%
Value ($000) $13,858 Shares 53,227 Est. Cost $136.52 Unrealized +77.8%
SBUX Starbucks Corp 0.9%
Value ($000) $13,551 Shares 141,145 Est. Cost $54.21 Unrealized +70.1%
MCD McDonalds Corp 0.9%
Value ($000) $12,977 Shares 43,765 Est. Cost $104.62 Unrealized +147.3%
MRK Merck & Co Inc New 0.9%
Value ($000) $12,813 Shares 117,531 Est. Cost $53.94 Unrealized +79.5%
ECL Ecolab Inc 0.8%
Value ($000) $12,613 Shares 63,589 Est. Cost $105.71 Unrealized +66.3%
IJH I Shares Core S&P Mid-Cap ETF 0.8%
Value ($000) $12,441 Shares 44,890 Est. Cost $139.17 Unrealized
AMT American Tower REIT 0.8%
Value ($000) $12,162 Shares 56,338 Est. Cost $118.06 Unrealized +48.4%
VTIP Vanguard Short Term Inflation Prot Secs ETF 0.8%
Value ($000) $11,996 Shares 252,595 Est. Cost $50.61 Unrealized
GOOGL Alphabet Inc Cap Stk Cl A 0.8%
Value ($000) $11,925 Shares 85,369 Est. Cost $106.92 Unrealized +24.7%
APD Air Products & Chemical Inc 0.8%
Value ($000) $11,746 Shares 42,899 Est. Cost $88.28 Unrealized +193.6%
EMR Emerson Electric Co 0.8%
Value ($000) $11,621 Shares 119,395 Est. Cost $63.89 Unrealized +37.9%
NVDA Nvidia Corporation 0.8%
Value ($000) $11,556 Shares 23,335 Est. Cost $32.02 Unrealized +44.6%
CVS CVS Health Corp 0.8%
Value ($000) $11,472 Shares 145,287 Est. Cost $55.97 Unrealized +16.8%
ADP Automatic Data Processing 0.8%
Value ($000) $11,402 Shares 48,940 Est. Cost $69.29 Unrealized +220.5%
ETN Eaton Corp PLC 0.7%
Value ($000) $11,189 Shares 46,464 Est. Cost $59.32 Unrealized +263.4%
ADI Analog Devices Inc 0.7%
Value ($000) $11,150 Shares 56,156 Est. Cost $95.50 Unrealized +80.3%
CVX Chevron Corporation 0.7%
Value ($000) $10,947 Shares 73,390 Est. Cost $94.92 Unrealized +45.2%
ADBE Adobe Inc 0.7%
Value ($000) $10,412 Shares 17,452 Est. Cost $358.45 Unrealized +60.9%
ITW Illinois Tool Wks Inc 0.7%
Value ($000) $10,180 Shares 38,862 Est. Cost $52.10 Unrealized +336.4%
CME CME Group Inc 0.7%
Value ($000) $10,102 Shares 47,968 Est. Cost $76.66 Unrealized +153.9%
BKNG Booking Holdings Inc 0.7%
Value ($000) $9,897 Shares 2,790 Est. Cost $1922.69 Unrealized +59.6%
O Realty Income Corporation 0.7%
Value ($000) $9,766 Shares 170,087 Est. Cost $39.16 Unrealized +18.7%
CSCO Cisco Sys Inc 0.6%
Value ($000) $9,512 Shares 188,282 Est. Cost $30.44 Unrealized +57.6%
CRM Salesforce Inc 0.6%
Value ($000) $9,497 Shares 36,090 Est. Cost $148.08 Unrealized +51.0%
PFE Pfizer Inc 0.6%
Value ($000) $9,204 Shares 319,709 Est. Cost $24.19 Unrealized +9.1%
NKE Nike Inc Cl B 0.6%
Value ($000) $9,153 Shares 84,306 Est. Cost $50.39 Unrealized +104.4%
ENB Enbridge Inc 0.6%
Value ($000) $9,044 Shares 251,090 Est. Cost $24.54 Unrealized +19.8%
CHD Church & Dwight Co Inc 0.5%
Value ($000) $7,847 Shares 82,980 Est. Cost $40.03 Unrealized +123.0%
XOM Exxon Mobil Corp 0.5%
Value ($000) $7,795 Shares 77,963 Est. Cost $58.63 Unrealized +66.5%
WMT Wal Mart Stores Inc 0.5%
Value ($000) $7,281 Shares 46,187 Est. Cost $40.53 Unrealized +27.4%
SYK Stryker Corp 0.5%
Value ($000) $7,183 Shares 23,986 Est. Cost $105.70 Unrealized +160.0%
TJX TJX Cos Inc 0.5%
Value ($000) $6,983 Shares 74,442 Est. Cost $42.36 Unrealized +106.0%
DIS Disney Walt Company 0.5%
Value ($000) $6,952 Shares 76,998 Est. Cost $85.64 Unrealized +0.7%
MMM 3M 0.5%
Value ($000) $6,944 Shares 63,518 Est. Cost $72.11 Unrealized +4.8%
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $6,875 Shares 53,529 Est. Cost $81.76 Unrealized +35.1%
VEA Vanguard FTSE Dev Mkts ETF 0.5%
Value ($000) $6,852 Shares 143,058 Est. Cost $41.59 Unrealized
DE Deere & Co 0.4%
Value ($000) $6,622 Shares 16,561 Est. Cost $252.66 Unrealized +44.5%
LMT Lockheed Martin Corp 0.4%
Value ($000) $6,208 Shares 13,696 Est. Cost $215.58 Unrealized +93.6%
SPY Spdr S&P 500 Etf Trust 0.4%
Value ($000) $5,900 Shares 12,414 Est. Cost $300.33 Unrealized
MDT Medtronic Hldg Ltd 0.4%
Value ($000) $5,582 Shares 67,755 Est. Cost $79.00 Unrealized -9.5%
ADSK Autodesk Inc 0.4%
Value ($000) $5,563 Shares 22,846 Est. Cost $186.72 Unrealized +15.6%
MKC McCormick & Co Inc 0.4%
Value ($000) $5,549 Shares 81,107 Est. Cost $60.36 Unrealized +2.6%
IVV Ishares S&P 500 Index Fund 0.4%
Value ($000) $5,543 Shares 11,605 Est. Cost $300.88 Unrealized
NSC Norfolk Southern Corp 0.4%
Value ($000) $5,497 Shares 23,255 Est. Cost $69.94 Unrealized +186.1%
PAYX Paychex Inc 0.4%
Value ($000) $5,390 Shares 45,256 Est. Cost $36.34 Unrealized +205.7%
STZ Constellation Brands Inc 0.4%
Value ($000) $5,383 Shares 22,268 Est. Cost $193.28 Unrealized +17.9%
IBM Intl Business Machines 0.4%
Value ($000) $5,367 Shares 32,817 Est. Cost $113.93 Unrealized +24.2%
VEU Vanguard FTSE All-World ex-US ETF 0.3%
Value ($000) $5,245 Shares 93,430 Est. Cost $52.20 Unrealized
CB Chubb Ltd 0.3%
Value ($000) $5,106 Shares 22,593 Est. Cost $106.98 Unrealized +99.8%
AMGN Amgen Inc 0.3%
Value ($000) $5,082 Shares 17,644 Est. Cost $115.77 Unrealized +120.4%
WM Waste Management Inc New 0.3%
Value ($000) $5,065 Shares 28,278 Est. Cost $77.24 Unrealized +110.3%
CI Cigna Group 0.3%
Value ($000) $5,057 Shares 16,886 Est. Cost $238.19 Unrealized +17.9%
VIG Vanguard Dividend Appreciation ETF 0.3%
Value ($000) $4,927 Shares 28,912 Est. Cost $93.37 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $4,719 Shares 125,177 Est. Cost $34.19 Unrealized -9.3%
QQQ Invesco QQQ Trust ETF 0.3%
Value ($000) $4,634 Shares 11,316 Est. Cost $258.73 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $4,466 Shares 19,307 Est. Cost $52.05 Unrealized +304.1%
NVS Novartis AG ADR 0.3%
Value ($000) $4,461 Shares 44,185 Est. Cost $73.09 Unrealized
DEO Diageo PLC Spons ADR New 0.3%
Value ($000) $4,341 Shares 29,804 Est. Cost $116.36 Unrealized
PAG Penske Automotive Group Inc 0.3%
Value ($000) $4,255 Shares 26,508 Est. Cost $44.75 Unrealized +242.3%
VOO Vanguard Idx Fds S&P 500 ETF 0.3%
Value ($000) $4,216 Shares 9,652 Est. Cost $330.09 Unrealized
VWO Vanguard Emerging Markets ETF 0.3%
Value ($000) $4,094 Shares 99,609 Est. Cost $41.69 Unrealized
LLY Eli Lilly & Company 0.3%
Value ($000) $4,043 Shares 6,935 Est. Cost $66.53 Unrealized +764.4%
BAC Bank Of America Corp 0.3%
Value ($000) $3,993 Shares 118,607 Est. Cost $25.67 Unrealized +7.6%
TSLA Tesla Motors Inc 0.3%
Value ($000) $3,979 Shares 16,015 Est. Cost $217.40 Unrealized +9.3%
MSM MSC Industrial Direct Co Cl A 0.3%
Value ($000) $3,943 Shares 38,937 Est. Cost $74.64 Unrealized +32.6%
ORCL Oracle Corporation 0.3%
Value ($000) $3,851 Shares 36,523 Est. Cost $38.88 Unrealized +174.5%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $3,744 Shares 30,814 Est. Cost $103.09 Unrealized +7.9%
LIN Linde PLC 0.2%
Value ($000) $3,598 Shares 8,760 Est. Cost $325.23 Unrealized +18.0%
CAT Caterpillar Inc 0.2%
Value ($000) $3,586 Shares 12,130 Est. Cost $96.95 Unrealized +159.1%
INTC Intel Corp 0.2%
Value ($000) $3,532 Shares 70,288 Est. Cost $27.82 Unrealized +43.9%
KO Coca Cola Co 0.2%
Value ($000) $3,354 Shares 56,917 Est. Cost $36.07 Unrealized +47.6%
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $3,318 Shares 45,816 Est. Cost $29.78 Unrealized +115.9%
LAM Research Corp 0.2%
Value ($000) $3,308 Shares 4,224 Est. Cost $516.96 Unrealized
ALL Allstate Corp 0.2%
Value ($000) $3,214 Shares 22,958 Est. Cost $72.91 Unrealized +71.1%
CLX Clorox Company 0.2%
Value ($000) $3,085 Shares 21,634 Est. Cost $76.30 Unrealized +62.6%
USB US Bancorp Del 0.2%
Value ($000) $3,073 Shares 70,994 Est. Cost $29.94 Unrealized +10.6%
BND Vanguard Bond Index Fd ETF 0.2%
Value ($000) $3,043 Shares 41,377 Est. Cost $85.28 Unrealized
CCK Crown Holdings Inc 0.2%
Value ($000) $2,739 Shares 29,745 Est. Cost $50.24 Unrealized +64.8%
AXP American Express Co 0.2%
Value ($000) $2,691 Shares 14,364 Est. Cost $83.02 Unrealized +89.1%
BN Brookfield Corp 0.2%
Value ($000) $2,657 Shares 66,228 Est. Cost $21.90 Unrealized +2.2%
TSM Taiwan Semiconductor Manufacturing Co 0.2%
Value ($000) $2,655 Shares 25,528 Est. Cost $91.83 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $2,553 Shares 49,754 Est. Cost $43.87 Unrealized +7.2%
VTI Vanguard Total Stock Mkt ETF 0.2%
Value ($000) $2,539 Shares 10,702 Est. Cost $175.96 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $2,530 Shares 5,744 Est. Cost $236.20 Unrealized +64.4%
COF Capital One Financial Corp 0.2%
Value ($000) $2,520 Shares 19,217 Est. Cost $70.24 Unrealized +48.8%
VYM Vanguard High Dividend Yld ETF 0.2%
Value ($000) $2,404 Shares 21,538 Est. Cost $79.17 Unrealized
TD Toronto Dominion Bank New 0.2%
Value ($000) $2,387 Shares 36,945 Est. Cost $48.13 Unrealized +24.6%
AVGO Broadcom Inc 0.2%
Value ($000) $2,306 Shares 2,066 Est. Cost $45.25 Unrealized +103.8%
Unilever PLC ADR 0.1%
Value ($000) $2,012 Shares 41,498 Est. Cost $48.12 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $1,968 Shares 11,548 Est. Cost $84.11 Unrealized +73.0%
COP Conocophillips 0.1%
Value ($000) $1,882 Shares 16,211 Est. Cost $74.88 Unrealized +46.5%
QDF Flexshares Quality Divd Index ETF 0.1%
Value ($000) $1,863 Shares 30,278 Est. Cost $45.61 Unrealized
LNG Cheniere Energy Inc New 0.1%
Value ($000) $1,853 Shares 10,856 Est. Cost $89.62 Unrealized +91.7%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,851 Shares 17,891 Est. Cost $103.28 Unrealized
TGT Target Corp 0.1%
Value ($000) $1,825 Shares 12,811 Est. Cost $77.71 Unrealized +45.4%
DOW Dow Inc 0.1%
Value ($000) $1,787 Shares 32,580 Est. Cost $45.71 Unrealized -2.3%
CARR Carrier Global Corporation 0.1%
Value ($000) $1,782 Shares 31,016 Est. Cost $18.32 Unrealized +181.3%
CL Colgate-Palmolive Co 0.1%
Value ($000) $1,766 Shares 22,154 Est. Cost $49.88 Unrealized +43.8%
GLD Spdr Gold Shares 0.1%
Value ($000) $1,721 Shares 9,005 Est. Cost $158.58 Unrealized
T AT&T Inc 0.1%
Value ($000) $1,674 Shares 99,790 Est. Cost $12.80 Unrealized +11.0%
MTB M & T Bank Corporation 0.1%
Value ($000) $1,632 Shares 11,908 Est. Cost $120.95 Unrealized -3.0%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $1,627 Shares 26,500 Est. Cost $79.65 Unrealized -28.3%
SYY Sysco Corp 0.1%
Value ($000) $1,607 Shares 21,979 Est. Cost $48.99 Unrealized +32.5%
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $1,571 Shares 7,363 Est. Cost $186.54 Unrealized
TAN Invesco Solar ETF 0.1%
Value ($000) $1,548 Shares 29,017 Est. Cost $61.64 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $1,505 Shares 23,109 Est. Cost $46.79 Unrealized +27.2%
SO Southern Co 0.1%
Value ($000) $1,499 Shares 21,379 Est. Cost $39.31 Unrealized +62.2%
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,484 Shares 19,296 Est. Cost $28.27 Unrealized +2.6%
GD General Dynamics Corp 0.1%
Value ($000) $1,436 Shares 5,529 Est. Cost $87.86 Unrealized +166.6%
CMI Cummins Inc 0.1%
Value ($000) $1,427 Shares 5,958 Est. Cost $161.55 Unrealized +34.2%
TROW Price T Rowe Group Inc 0.1%
Value ($000) $1,425 Shares 13,228 Est. Cost $73.15 Unrealized +22.6%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,394 Shares 7,746 Est. Cost $156.20 Unrealized
TFC Truist Finl Corp 0.1%
Value ($000) $1,384 Shares 37,494 Est. Cost $40.17 Unrealized -29.8%
TMUS T Mobile US Inc 0.1%
Value ($000) $1,369 Shares 8,540 Est. Cost $139.28 Unrealized +2.8%
DUK Duke Energy Corp New 0.1%
Value ($000) $1,337 Shares 13,782 Est. Cost $58.84 Unrealized +42.5%
EFA I Shares MSCI EAFE Index Fd 0.1%
Value ($000) $1,311 Shares 17,404 Est. Cost $63.32 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $1,297 Shares 9,366 Est. Cost $97.86 Unrealized +31.3%
ABBNY ABB Ltd ADR 0.1%
Value ($000) $1,288 Shares 29,052 Est. Cost $22.23 Unrealized
IJK Ishares S&P Midcap 400 Growth Index Fund 0.1%
Value ($000) $1,276 Shares 16,110 Est. Cost $108.26 Unrealized
AZO Autozone Inc 0.1%
Value ($000) $1,259 Shares 487 Est. Cost $698.93 Unrealized +271.1%
QCOM Qualcomm Inc 0.1%
Value ($000) $1,234 Shares 8,532 Est. Cost $84.17 Unrealized +40.6%
PM Philip Morris Intl Inc 0.1%
Value ($000) $1,227 Shares 13,042 Est. Cost $67.17 Unrealized +24.6%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $1,225 Shares 5,265 Est. Cost $188.25 Unrealized
UPS United Parcel Svc Inc Cl B 0.1%
Value ($000) $1,221 Shares 7,768 Est. Cost $93.58 Unrealized +43.5%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $1,184 Shares 9,476 Est. Cost $72.83 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $1,166 Shares 6,769 Est. Cost $85.89 Unrealized +78.1%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,144 Shares 12,785 Est. Cost $47.48 Unrealized +69.0%
VRSN Verisign Inc 0.1%
Value ($000) $1,138 Shares 5,525 Est. Cost $79.05 Unrealized +161.1%
ATO Atmos Energy Corp 0.1%
Value ($000) $1,107 Shares 9,548 Est. Cost $32.10 Unrealized +230.3%
TRV Travelers Cos Inc 0.1%
Value ($000) $1,105 Shares 5,799 Est. Cost $120.79 Unrealized +38.0%
ED Consolidated Edison Inc 0.1%
Value ($000) $1,095 Shares 12,034 Est. Cost $71.70 Unrealized +15.8%
AROW Arrow Financial Corp 0.1%
Value ($000) $1,087 Shares 38,915 Est. Cost $20.20 Unrealized +4.7%
EBAY Ebay Inc 0.1%
Value ($000) $1,085 Shares 24,881 Est. Cost $50.01 Unrealized -20.4%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $1,075 Shares 3,187 Est. Cost $263.66 Unrealized +13.1%
CTVA Corteva Inc 0.1%
Value ($000) $1,067 Shares 22,272 Est. Cost $44.87 Unrealized +3.7%
BIV Vanguard Intermediate-Term Bond ETF 0.1%
Value ($000) $1,016 Shares 13,304 Est. Cost $80.05 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,015 Shares 7,000 Est. Cost $135.18 Unrealized
Laboratory Corp Amer Hldgs New 0.1%
Value ($000) $1,003 Shares 4,413 Est. Cost $198.50 Unrealized
CAH Cardinal Health Inc 0.1%
Value ($000) $997 Shares 9,887 Est. Cost $54.17 Unrealized +76.7%
WRB Berkley W R Corp 0.1%
Value ($000) $973 Shares 13,757 Est. Cost $22.09 Unrealized +94.7%
AFL Aflac Incorporated 0.1%
Value ($000) $942 Shares 11,423 Est. Cost $32.29 Unrealized +138.5%
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $909 Shares 11,798 Est. Cost $79.11 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $886 Shares 9,502 Est. Cost $42.12 Unrealized +77.6%
MKL Markel Group Inc 0.1%
Value ($000) $876 Shares 617 Est. Cost $952.75 Unrealized +48.9%
FIS Fidelity Natl Information Svcs Inc 0.1%
Value ($000) $847 Shares 14,092 Est. Cost $87.91 Unrealized -40.5%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $838 Shares 6,229 Est. Cost $89.68 Unrealized +34.5%
TIP Ishares Barclays TIPs Bond ETF 0.1%
Value ($000) $828 Shares 7,707 Est. Cost $113.91 Unrealized
BA Boeing Company 0.1%
Value ($000) $828 Shares 3,176 Est. Cost $151.69 Unrealized +41.0%
VUG Vanguard Growth ETF 0.1%
Value ($000) $804 Shares 2,586 Est. Cost $247.43 Unrealized
WAT Waters Corp 0.1%
Value ($000) $798 Shares 2,425 Est. Cost $133.90 Unrealized +106.3%
D Dominion Energy Inc 0.1%
Value ($000) $793 Shares 16,876 Est. Cost $46.67 Unrealized -13.9%
WBD Warner Bros Discovery Inc 0.1%
Value ($000) $771 Shares 67,739 Est. Cost $16.53 Unrealized -34.7%
GILD Gilead Sciences Inc 0.1%
Value ($000) $768 Shares 9,486 Est. Cost $65.02 Unrealized +11.0%
VTV Vanguard Value ETF 0.1%
Value ($000) $759 Shares 5,079 Est. Cost $133.18 Unrealized
XYL Xylem Inc 0.1%
Value ($000) $758 Shares 6,626 Est. Cost $80.97 Unrealized +20.3%
SNEX Stonex Group Inc 0.1%
Value ($000) $756 Shares 10,240 Est. Cost $30.65 Unrealized +39.4%
DOV Dover Corp 0.1%
Value ($000) $752 Shares 4,888 Est. Cost $45.74 Unrealized +198.8%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $719 Shares 12,039 Est. Cost $61.10 Unrealized -4.1%
FDX Fedex Corp 0.0%
Value ($000) $690 Shares 2,727 Est. Cost $204.14 Unrealized +18.7%
KLAC KLA Corporation 0.0%
Value ($000) $686 Shares 1,180 Est. Cost $428.21 Unrealized +19.3%
ICLN IShares Global Clean Energy ETF 0.0%
Value ($000) $663 Shares 42,562 Est. Cost $14.76 Unrealized
CTRA Coterra Energy Inc 0.0%
Value ($000) $653 Shares 25,581 Est. Cost $17.99 Unrealized +38.7%
PBH Prestige Brand Holdings 0.0%
Value ($000) $632 Shares 10,326 Est. Cost $38.47 Unrealized +54.4%
MDY SPDR S&P MidCap 400 0.0%
Value ($000) $629 Shares 1,239 Est. Cost $340.42 Unrealized
SHEL Shell PLC 0.0%
Value ($000) $604 Shares 9,178 Est. Cost $54.90 Unrealized
DIA SPDR Dow Jones Industrial Avg 0.0%
Value ($000) $596 Shares 1,582 Est. Cost $296.00 Unrealized
Kellanova 0.0%
Value ($000) $596 Shares 10,653 Est. Cost $56.08 Unrealized -13.0%
CSX CSX Corp 0.0%
Value ($000) $576 Shares 16,620 Est. Cost $23.64 Unrealized +30.6%
BIIB Biogen Inc 0.0%
Value ($000) $568 Shares 2,194 Est. Cost $291.70 Unrealized -15.8%
SPG Simon Ppty Group Inc New 0.0%
Value ($000) $566 Shares 3,966 Est. Cost $99.25 Unrealized +9.1%
GE General Electric Co 0.0%
Value ($000) $557 Shares 4,367 Est. Cost $65.44 Unrealized +39.8%
SUSA iShares MSCI USA ESG Select Index 0.0%
Value ($000) $557 Shares 5,537 Est. Cost $81.99 Unrealized
WFC Wells Fargo & Company New 0.0%
Value ($000) $546 Shares 11,096 Est. Cost $34.40 Unrealized +19.3%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $546 Shares 1,580 Est. Cost $139.90 Unrealized +150.7%
NUE Nucor Corp 0.0%
Value ($000) $537 Shares 3,085 Est. Cost $41.00 Unrealized +273.9%
SEE Sealed Air Corp New 0.0%
Value ($000) $531 Shares 14,531 Est. Cost $42.03 Unrealized -25.8%
MAR Marriott International Inc Cl A 0.0%
Value ($000) $527 Shares 2,338 Est. Cost $133.94 Unrealized +48.2%
ROK Rockwell Automation Inc 0.0%
Value ($000) $527 Shares 1,697 Est. Cost $194.73 Unrealized +38.7%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $519 Shares 34,355 Est. Cost $9.31 Unrealized +22.9%
PH Parker Hannifin Corp 0.0%
Value ($000) $515 Shares 1,117 Est. Cost $248.78 Unrealized +63.7%
SSNC SS&C Technologies Hldgs Inc 0.0%
Value ($000) $488 Shares 7,981 Est. Cost $63.32 Unrealized -13.7%
GS Goldman Sachs Group 0.0%
Value ($000) $486 Shares 1,261 Est. Cost $228.84 Unrealized +38.8%
PPG PPG Industries Inc 0.0%
Value ($000) $467 Shares 3,123 Est. Cost $103.13 Unrealized +25.0%
MO Altria Group Inc 0.0%
Value ($000) $461 Shares 11,428 Est. Cost $19.55 Unrealized +78.0%
BK Bank New York Mellon Corp 0.0%
Value ($000) $460 Shares 8,834 Est. Cost $38.66 Unrealized +13.0%
IWP Ishares Russell Mid Cap Growth 0.0%
Value ($000) $458 Shares 4,389 Est. Cost $85.14 Unrealized
POR Portland General Electric 0.0%
Value ($000) $458 Shares 10,560 Est. Cost $34.51 Unrealized +8.5%
ENPH Enphase Energy Inc 0.0%
Value ($000) $452 Shares 3,417 Est. Cost $178.83 Unrealized -40.7%
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0%
Value ($000) $448 Shares 11,550 Est. Cost $43.77 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $448 Shares 1,951 Est. Cost $179.97 Unrealized +7.6%
Liberty Media Corp Del Liberty SiriusXm Ser A 0.0%
Value ($000) $445 Shares 15,480 Est. Cost $25.45 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $442 Shares 3,001 Est. Cost $91.79 Unrealized +28.4%
KHC Kraft Heinz Co 0.0%
Value ($000) $428 Shares 11,573 Est. Cost $33.93 Unrealized -10.5%
PBD Invesco Global Clean Energy ETF 0.0%
Value ($000) $424 Shares 26,555 Est. Cost $18.70 Unrealized
EEM I Shares MSCI Emerging Markets Index 0.0%
Value ($000) $423 Shares 10,523 Est. Cost $40.19 Unrealized
PEG Public Service Enterprise Gp 0.0%
Value ($000) $420 Shares 6,871 Est. Cost $56.78 Unrealized +0.9%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $415 Shares 6,630 Est. Cost $47.44 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $408 Shares 4,612 Est. Cost $86.76 Unrealized
LBRDK Liberty Broadband Corp Ser C 0.0%
Value ($000) $406 Shares 5,042 Est. Cost $142.13 Unrealized -44.7%
A Agilent Technologies Inc 0.0%
Value ($000) $397 Shares 2,859 Est. Cost $49.00 Unrealized +139.2%
TREX Trex Company Inc 0.0%
Value ($000) $394 Shares 4,753 Est. Cost $51.98 Unrealized +27.6%
RY Royal Bank Of Canada 0.0%
Value ($000) $391 Shares 3,864 Est. Cost $100.19 Unrealized -12.1%
IJJ Ishares S&P Midcap 400 Value Index Fd 0.0%
Value ($000) $385 Shares 3,376 Est. Cost $111.21 Unrealized
SJM The J M Smucker Company 0.0%
Value ($000) $379 Shares 2,996 Est. Cost $90.69 Unrealized +17.8%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $377 Shares 3,841 Est. Cost $85.31 Unrealized -5.4%
PFS Provident Financial Services Inc 0.0%
Value ($000) $372 Shares 20,643 Est. Cost $17.26 Unrealized -19.8%
NOC Northrop Grumman Corp 0.0%
Value ($000) $362 Shares 774 Est. Cost $185.81 Unrealized +143.3%
BMO Bk Montreal Que 0.0%
Value ($000) $356 Shares 3,598 Est. Cost $85.91 Unrealized -10.9%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $349 Shares 2,252 Est. Cost $132.60 Unrealized -9.6%
DVY I Shares Select Dividend ETF 0.0%
Value ($000) $345 Shares 2,940 Est. Cost $117.16 Unrealized
DSI Ishares Kld 400 Social Indexfund 0.0%
Value ($000) $344 Shares 3,774 Est. Cost $76.98 Unrealized
QUAL Ishs Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $341 Shares 2,316 Est. Cost $131.05 Unrealized
PSX Phillips 66 0.0%
Value ($000) $332 Shares 2,497 Est. Cost $66.02 Unrealized +68.2%
USMV Ishs MSCI USA Min Vol Factor ETF 0.0%
Value ($000) $330 Shares 4,231 Est. Cost $71.39 Unrealized
IWR I Shares Russell Mid Cap 0.0%
Value ($000) $329 Shares 4,236 Est. Cost $57.56 Unrealized
WY Weyerhaeuser Company 0.0%
Value ($000) $329 Shares 9,453 Est. Cost $21.04 Unrealized +38.4%
LBTYK Liberty Global Ltd C 0.0%
Value ($000) $328 Shares 17,615 Est. Cost $9.07 Unrealized 0.0%
TE Connectivity Ltd 0.0%
Value ($000) $322 Shares 2,292 Est. Cost $60.58 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $318 Shares 1,998 Est. Cost $99.10 Unrealized +44.6%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $311 Shares 1,384 Est. Cost $173.04 Unrealized +34.3%
FRT Federal Realty Invt Tr LP 0.0%
Value ($000) $311 Shares 3,017 Est. Cost $89.88 Unrealized -4.7%
IEFA Ishares Core MSCI EAFE ETF 0.0%
Value ($000) $294 Shares 4,174 Est. Cost $64.77 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $284 Shares 14,201 Est. Cost $10.24 Unrealized +55.8%
YUM Yum Brands Inc 0.0%
Value ($000) $278 Shares 2,126 Est. Cost $72.20 Unrealized +65.8%
ES Eversource Energy 0.0%
Value ($000) $277 Shares 4,482 Est. Cost $60.70 Unrealized -14.3%
CBT Cabot Corp 0.0%
Value ($000) $276 Shares 3,304 Est. Cost $50.42 Unrealized +41.1%
RSP Invesco S&P 500 Eql Wgt ETF 0.0%
Value ($000) $270 Shares 1,712 Est. Cost $137.17 Unrealized
AIVL WisdomTree Dividend Ex-Financials 0.0%
Value ($000) $261 Shares 2,720 Est. Cost $97.31 Unrealized
HPQ HP Inc 0.0%
Value ($000) $260 Shares 8,627 Est. Cost $11.07 Unrealized +132.6%
ESS Essex Ppty Tr REIT 0.0%
Value ($000) $255 Shares 1,029 Est. Cost $131.30 Unrealized +54.7%
IWM I Shares Russell 2000 0.0%
Value ($000) $255 Shares 1,269 Est. Cost $161.67 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $254 Shares 4,402 Est. Cost $47.71 Unrealized +11.9%
PSA Public Storage Inc 0.0%
Value ($000) $252 Shares 827 Est. Cost $140.51 Unrealized +72.8%
HSY The Hershey Company 0.0%
Value ($000) $251 Shares 1,348 Est. Cost $82.19 Unrealized +116.2%
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $249 Shares 205 Est. Cost $656.12 Unrealized +64.8%
AWK American Water Works Company 0.0%
Value ($000) $248 Shares 1,878 Est. Cost $64.03 Unrealized +87.4%
IWN Ishares Russell 2000 Value Index Fund 0.0%
Value ($000) $246 Shares 1,581 Est. Cost $126.49 Unrealized
BX Blackstone Group Inc Cl A 0.0%
Value ($000) $245 Shares 1,875 Est. Cost $96.96 Unrealized +5.3%
IWO Ishares Russell 2000 Growth Index Fund 0.0%
Value ($000) $245 Shares 970 Est. Cost $227.40 Unrealized
SNY Sanofi Spons ADR 0.0%
Value ($000) $242 Shares 4,862 Est. Cost $43.97 Unrealized
TU Telus Corp 0.0%
Value ($000) $232 Shares 13,030 Est. Cost $19.73 Unrealized -12.3%
NFLX Netflix Inc 0.0%
Value ($000) $225 Shares 463 Est. Cost $32.19 Unrealized +35.6%
APH Amphenol Corp New Cl A 0.0%
Value ($000) $224 Shares 2,256 Est. Cost $34.68 Unrealized +25.1%
XLK MFC Select Sector SPDR Tr Technology 0.0%
Value ($000) $220 Shares 1,145 Est. Cost $142.99 Unrealized
SLV I Shares Silver Trust 0.0%
Value ($000) $217 Shares 9,950 Est. Cost $20.24 Unrealized
AVA Avista Corporation 0.0%
Value ($000) $214 Shares 5,999 Est. Cost $28.18 Unrealized +7.9%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $213 Shares 561 Est. Cost $123.37 Unrealized +170.3%
RSG Republic Svcs Inc 0.0%
Value ($000) $211 Shares 1,280 Est. Cost $126.50 Unrealized +19.6%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $201 Shares 1,600 Est. Cost $51.48 Unrealized +110.8%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $198 Shares 410 Est. Cost $443.21 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $195 Shares 2,558 Est. Cost $80.92 Unrealized
IEMG Ishares Core MSCI Emer Mkts ETF 0.0%
Value ($000) $193 Shares 3,806 Est. Cost $48.39 Unrealized
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $188 Shares 1,079 Est. Cost $137.81 Unrealized
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $187 Shares 5,047 Est. Cost $36.71 Unrealized
NOW Service Now 0.0%
Value ($000) $187 Shares 264 Est. Cost $104.22 Unrealized +20.9%
SCCO Southern Copper Corp Del 0.0%
Value ($000) $185 Shares 2,151 Est. Cost $17.87 Unrealized +277.0%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $185 Shares 9,350 Est. Cost $25.39 Unrealized -39.4%
IVW Ishares S&P 500 Growth Index Fund 0.0%
Value ($000) $184 Shares 2,445 Est. Cost $60.18 Unrealized
XBI Spdr Ser Trust SP Biotech ETF 0.0%
Value ($000) $183 Shares 2,045 Est. Cost $87.36 Unrealized
ABM ABM Inds Inc 0.0%
Value ($000) $182 Shares 4,056 Est. Cost $42.08 Unrealized -4.3%
VLTO Veralto Corp 0.0%
Value ($000) $180 Shares 2,194 Est. Cost $73.75 Unrealized 0.0%
GWW W W Grainger Inc 0.0%
Value ($000) $178 Shares 215 Est. Cost $220.40 Unrealized +243.2%
CP Canadian Pacific Kansas City Ltd 0.0%
Value ($000) $178 Shares 2,251 Est. Cost $77.51 Unrealized -6.9%
BHB Bar Harbor Bankshares 0.0%
Value ($000) $175 Shares 5,966 Est. Cost $24.41 Unrealized -2.5%
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $173 Shares 1,751 Est. Cost $77.67 Unrealized
WOR Worthington Enterprises Inc 0.0%
Value ($000) $173 Shares 3,000 Est. Cost $35.38 Unrealized +24.2%
GLW Corning Inc 0.0%
Value ($000) $172 Shares 5,662 Est. Cost $18.59 Unrealized +45.9%
IJT Ishares S&P Smallcap 600 Growth ETF 0.0%
Value ($000) $172 Shares 1,374 Est. Cost $112.13 Unrealized
MET Metlife Inc 0.0%
Value ($000) $171 Shares 2,593 Est. Cost $60.75 Unrealized -3.3%
AGG Ishares Core Total US Bond Fund 0.0%
Value ($000) $169 Shares 1,703 Est. Cost $98.48 Unrealized
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $169 Shares 855 Est. Cost $110.85 Unrealized +55.9%
SLB Schlumberger Ltd 0.0%
Value ($000) $168 Shares 3,232 Est. Cost $43.11 Unrealized +18.8%
FCX Freeport McMoran Copper & Gold Inc Cl B 0.0%
Value ($000) $166 Shares 3,904 Est. Cost $31.24 Unrealized +14.9%
SHW Sherwin Williams Co 0.0%
Value ($000) $166 Shares 532 Est. Cost $218.26 Unrealized +21.0%
Discover Financial Services 0.0%
Value ($000) $165 Shares 1,472 Est. Cost $94.69 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $165 Shares 72 Est. Cost $12.84 Unrealized +224.1%
ZBH Zimmer Biomet Hldgs Inc 0.0%
Value ($000) $162 Shares 1,330 Est. Cost $76.02 Unrealized +43.8%
DGRO Ishs Tr Core Divd Growth ETF 0.0%
Value ($000) $162 Shares 3,001 Est. Cost $53.82 Unrealized
HLMIX Harding Loevner Intl Equity Port 0.0%
Value ($000) $161 Shares 6,222 Est. Cost $24.30 Unrealized
FAN First Tr Global Wind Energy ETF 0.0%
Value ($000) $155 Shares 9,427 Est. Cost $15.38 Unrealized
UVSP Univest Financial Corporation 0.0%
Value ($000) $154 Shares 7,004 Est. Cost $25.65 Unrealized -27.0%
AEP American Electric Power Company Inc 0.0%
Value ($000) $153 Shares 1,885 Est. Cost $74.34 Unrealized -3.5%
SYF Synchrony Financial 0.0%
Value ($000) $153 Shares 4,000 Est. Cost $26.26 Unrealized +15.5%
AN AutoNation Inc 0.0%
Value ($000) $150 Shares 1,000 Est. Cost $113.41 Unrealized +21.7%
MCK McKesson Corp 0.0%
Value ($000) $148 Shares 319 Est. Cost $331.32 Unrealized +35.9%
FVD First Tr Value Line Dividend Index Fund 0.0%
Value ($000) $146 Shares 3,600 Est. Cost $40.56 Unrealized
AWR American States Water Co 0.0%
Value ($000) $145 Shares 1,800 Est. Cost $74.40 Unrealized +2.2%
NGG National Grid PLC ADR New 2017 0.0%
Value ($000) $144 Shares 2,116 Est. Cost $62.99 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $144 Shares 1,389 Est. Cost $111.64 Unrealized -13.9%
ORLY O Reilly Automotive Inc New 0.0%
Value ($000) $143 Shares 151 Est. Cost $44.45 Unrealized +42.2%
RIVN Rivian Automotive Inc A 0.0%
Value ($000) $142 Shares 6,049 Est. Cost $20.15 Unrealized -6.7%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $141 Shares 347 Est. Cost $294.62 Unrealized +25.4%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $141 Shares 1,801 Est. Cost $68.44 Unrealized
KW Kennedy-Wilson Holdings Inc 0.0%
Value ($000) $138 Shares 11,179 Est. Cost $20.17 Unrealized -37.9%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $135 Shares 7,926 Est. Cost $13.63 Unrealized +12.7%
MATX Matson Inc 0.0%
Value ($000) $132 Shares 1,200 Est. Cost $79.91 Unrealized +15.7%
IWS I Shares Russell Midcap Value Index Fund 0.0%
Value ($000) $130 Shares 1,114 Est. Cost $102.00 Unrealized
SMG Scotts Miracle Gro Company 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $70.21 Unrealized -30.4%
CCI Crown Castle Inc 0.0%
Value ($000) $127 Shares 1,102 Est. Cost $110.60 Unrealized -17.9%
CBZ Cbiz Inc 0.0%
Value ($000) $122 Shares 1,950 Est. Cost $40.40 Unrealized +39.7%
PHO Invesco Water Res ETF 0.0%
Value ($000) $122 Shares 2,000 Est. Cost $51.54 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $120 Shares 900 Est. Cost $100.59 Unrealized +22.0%
EOG EOG Resources Inc 0.0%
Value ($000) $118 Shares 972 Est. Cost $107.19 Unrealized +7.8%
MSI Motorola Solutions Inc 0.0%
Value ($000) $117 Shares 375 Est. Cost $208.80 Unrealized +41.6%
AON Aon PLC 0.0%
Value ($000) $117 Shares 403 Est. Cost $284.12 Unrealized +11.0%
BYDDY BYD Co Ltd ADR 0.0%
Value ($000) $115 Shares 2,100 Est. Cost $80.00 Unrealized
SOXX Ishares Phlx Semicnd ETF 0.0%
Value ($000) $115 Shares 200 Est. Cost $350.88 Unrealized
CBU Community Bk Sys Inc 0.0%
Value ($000) $113 Shares 2,173 Est. Cost $57.04 Unrealized -26.9%
TFX Teleflex Inc 0.0%
Value ($000) $112 Shares 450 Est. Cost $283.70 Unrealized -26.0%
FND Floor & Decor Hldgs Inc Cl A 0.0%
Value ($000) $112 Shares 1,000 Est. Cost $75.34 Unrealized +22.2%
URA Global X Uranium ETF 0.0%
Value ($000) $111 Shares 4,000 Est. Cost $27.04 Unrealized
UIT FT Unit 10506 Select DSIP Ser 23 0.0%
Value ($000) $109 Shares 10,000 Est. Cost $10.89 Unrealized
HUM Humana Inc 0.0%
Value ($000) $106 Shares 232 Est. Cost $428.58 Unrealized +11.9%
PRU Prudential Financial Inc 0.0%
Value ($000) $105 Shares 1,008 Est. Cost $87.51 Unrealized -1.0%
FMX Fomento Economico Mexicano SAB de CV New 0.0%
Value ($000) $104 Shares 800 Est. Cost $67.50 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $104 Shares 701 Est. Cost $34.08 Unrealized +316.6%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $103 Shares 1,383 Est. Cost $44.08 Unrealized +76.3%
ROP Roper Technologies Inc 0.0%
Value ($000) $102 Shares 188 Est. Cost $418.75 Unrealized +21.3%
EL Estee Lauder Cos Inc Cl A 0.0%
Value ($000) $102 Shares 699 Est. Cost $234.08 Unrealized -45.7%
SDZNY Sandoz Group AG Sponsored ADS 0.0%
Value ($000) $101 Shares 3,149 Est. Cost $32.15 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $100 Shares 405 Est. Cost $197.82 Unrealized +1.0%
BRO Brown & Brown Inc 0.0%
Value ($000) $100 Shares 1,401 Est. Cost $59.93 Unrealized +17.7%
FR First Industrial Realty Tr 0.0%
Value ($000) $99 Shares 1,876 Est. Cost $48.44 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $98 Shares 1,279 Est. Cost $101.49 Unrealized -31.4%
United States Steel Corp New 0.0%
Value ($000) $97 Shares 2,000 Est. Cost $32.48 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $97 Shares 1,656 Est. Cost $68.00 Unrealized -18.7%
IWF Ishares Russell 1000 Growth ETF 0.0%
Value ($000) $96 Shares 318 Est. Cost $234.49 Unrealized
SPYV SPDR Port S&P 500 Value ETF 0.0%
Value ($000) $95 Shares 2,048 Est. Cost $40.72 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $95 Shares 222 Est. Cost $293.75 Unrealized +31.9%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $95 Shares 436 Est. Cost $77.25 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $94 Shares 1,042 Est. Cost $61.54 Unrealized +25.1%
FICDX Fidelity Canada Fd 0.0%
Value ($000) $94 Shares 1,456 Est. Cost $58.23 Unrealized
ESGD Ishs MSCI EAFE ESG ETF 0.0%
Value ($000) $93 Shares 1,229 Est. Cost $63.50 Unrealized
GFF Griffon Corp 0.0%
Value ($000) $91 Shares 1,500 Est. Cost $21.14 Unrealized +114.1%
RRC Range Res Corp 0.0%
Value ($000) $91 Shares 3,000 Est. Cost $31.28 Unrealized +4.9%
CPT Camden Ppty Tr 0.0%
Value ($000) $89 Shares 900 Est. Cost $129.16 Unrealized -34.0%
CHH Choice Hotels Intl Inc 0.0%
Value ($000) $88 Shares 780 Est. Cost $125.34 Unrealized -10.8%
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $88 Shares 1,311 Est. Cost $49.40 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $87 Shares 973 Est. Cost $86.54 Unrealized -15.5%
TT Trane Technologies PLC 0.0%
Value ($000) $86 Shares 353 Est. Cost $135.13 Unrealized +58.8%
IDXX Idexx Labs Inc 0.0%
Value ($000) $84 Shares 152 Est. Cost $407.40 Unrealized +15.2%
XEL Xcel Energy Inc 0.0%
Value ($000) $84 Shares 1,355 Est. Cost $63.11 Unrealized -12.1%
KRC Kilroy Realty 0.0%
Value ($000) $83 Shares 2,091 Est. Cost $52.56 Unrealized
KKR KKR & Co Inc Cl A 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $50.89 Unrealized +31.3%
IEI Ishares Lehman 3-7 Yr Treas Bond Fd 0.0%
Value ($000) $83 Shares 707 Est. Cost $116.81 Unrealized
MPWR Monolithic Pwr Sys Inc 0.0%
Value ($000) $82 Shares 130 Est. Cost $410.37 Unrealized +25.2%
FAST Fastenal Co 0.0%
Value ($000) $81 Shares 1,246 Est. Cost $23.87 Unrealized +20.2%
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $81 Shares 1,303 Est. Cost $31.56 Unrealized +100.8%
EXC Exelon Corp 0.0%
Value ($000) $81 Shares 2,244 Est. Cost $40.34 Unrealized -12.0%
FTRE Fortrea Hldgs Inc 0.0%
Value ($000) $80 Shares 2,295 Est. Cost $29.59 Unrealized +3.3%
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $80 Shares 482 Est. Cost $150.09 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $79 Shares 360 Est. Cost $162.04 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $79 Shares 610 Est. Cost $105.61 Unrealized +13.0%
L Loews Corp 0.0%
Value ($000) $78 Shares 1,126 Est. Cost $62.12 Unrealized +6.3%
HSIC Henry Schein Inc 0.0%
Value ($000) $78 Shares 1,032 Est. Cost $83.82 Unrealized -16.5%
SHOP Shopify Inc 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $34.84 Unrealized +83.3%
BMI Badger Meter Inc 0.0%
Value ($000) $77 Shares 500 Est. Cost $80.46 Unrealized +78.3%
ESGV Vanguard World Fd ESG US Stock ETF 0.0%
Value ($000) $77 Shares 900 Est. Cost $65.93 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $76 Shares 2,175 Est. Cost $27.57 Unrealized +16.6%
WTFC Wintrust Finl Corp 0.0%
Value ($000) $74 Shares 800 Est. Cost $86.11 Unrealized -4.0%
VOT Vanguard Index Fds Mid-Cap Growth ETF 0.0%
Value ($000) $73 Shares 333 Est. Cost $170.25 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $82.55 Unrealized -14.0%
BAX Baxter International Inc 0.0%
Value ($000) $72 Shares 1,870 Est. Cost $54.30 Unrealized -38.1%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $71 Shares 172 Est. Cost $351.31 Unrealized +3.5%
VDE Vanguard Energy ETF 0.0%
Value ($000) $70 Shares 600 Est. Cost $100.00 Unrealized
BP BP PLC Sponsored ADR 0.0%
Value ($000) $70 Shares 1,982 Est. Cost $28.50 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $70 Shares 1,875 Est. Cost $45.94 Unrealized -24.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $70 Shares 440 Est. Cost $142.25 Unrealized -4.5%
IAU Ishares Gold Tr New 0.0%
Value ($000) $69 Shares 1,769 Est. Cost $34.99 Unrealized
OTTR Otter Tail Power Co 0.0%
Value ($000) $68 Shares 800 Est. Cost $70.21 Unrealized +3.9%
GOOD Gladstone Commercial 0.0%
Value ($000) $67 Shares 5,080 Est. Cost $18.95 Unrealized
EPD Enterprise Product Partners LP 0.0%
Value ($000) $67 Shares 2,532 Est. Cost $24.33 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $66 Shares 320 Est. Cost $289.25 Unrealized -28.1%
CTS CTS Corp 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $35.75 Unrealized +11.8%
CHKP Check Point Software Technologies 0.0%
Value ($000) $65 Shares 423 Est. Cost $127.36 Unrealized +10.9%
GRMN Garmin Ltd 0.0%
Value ($000) $64 Shares 501 Est. Cost $96.97 Unrealized +15.1%
LKNCY Luckin Coffee Inc 0.0%
Value ($000) $64 Shares 2,335 Est. Cost $12.42 Unrealized
ARE Alexandria Real Estate Equities Inc 0.0%
Value ($000) $63 Shares 500 Est. Cost $95.66 Unrealized 0.0%
TXNM PNM Resources Inc 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $46.88 Unrealized -8.6%
MU Micron Technology Inc 0.0%
Value ($000) $62 Shares 724 Est. Cost $62.68 Unrealized +17.5%
COR Cencora Inc 0.0%
Value ($000) $62 Shares 300 Est. Cost $147.67 Unrealized +29.8%
HAL Halliburton Company 0.0%
Value ($000) $61 Shares 1,698 Est. Cost $33.12 Unrealized +10.0%
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $61 Shares 1,052 Est. Cost $53.91 Unrealized -5.9%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $59 Shares 1,783 Est. Cost $32.86 Unrealized -11.1%
BXP Boston Properties Inc 0.0%
Value ($000) $59 Shares 845 Est. Cost $89.63 Unrealized -41.5%
C Citigroup Inc New 0.0%
Value ($000) $59 Shares 1,147 Est. Cost $47.23 Unrealized -12.5%
DES WisdomTree SmallCap Dividend 0.0%
Value ($000) $59 Shares 1,825 Est. Cost $28.28 Unrealized
ORI Old Republic Intl Corp 0.0%
Value ($000) $58 Shares 1,988 Est. Cost $22.24 Unrealized +5.6%
MCO Moodys Corp 0.0%
Value ($000) $57 Shares 146 Est. Cost $96.15 Unrealized +255.5%
CAL Caleres Inc 0.0%
Value ($000) $57 Shares 1,850 Est. Cost $23.61 Unrealized +15.9%
MTUM Ishs Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $57 Shares 361 Est. Cost $137.02 Unrealized
UNB Union Bankshares Inc 0.0%
Value ($000) $56 Shares 1,820 Est. Cost $28.00 Unrealized -2.2%
VMC Vulcan Materials Company 0.0%
Value ($000) $55 Shares 244 Est. Cost $188.83 Unrealized +10.5%
Southstate Corp 0.0%
Value ($000) $55 Shares 650 Est. Cost $76.92 Unrealized
BF/A Brown Foreman Distillers Corp Cl A 0.0%
Value ($000) $54 Shares 900 Est. Cost $59.14 Unrealized -5.5%
FRPH FRP Hldgs Inc 0.0%
Value ($000) $53 Shares 850 Est. Cost $29.15 Unrealized -1.5%
FTV Fortive Corp 0.0%
Value ($000) $52 Shares 706 Est. Cost $44.12 Unrealized +18.4%
CPB Campbell Soup Co 0.0%
Value ($000) $52 Shares 1,200 Est. Cost $41.66 Unrealized -8.6%
TQQQ Proshares Ultrapro QQQ 0.0%
Value ($000) $51 Shares 1,006 Est. Cost $23.86 Unrealized
Blackrock Science & Technology Tr 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $32.50 Unrealized
LQD Ishares Iboxx $ Investment Grade Corp Bd Fd 0.0%
Value ($000) $50 Shares 450 Est. Cost $110.66 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $50 Shares 500 Est. Cost $142.94 Unrealized -41.2%
SCHW The Charles Schwab Corp New 0.0%
Value ($000) $50 Shares 720 Est. Cost $68.10 Unrealized -17.6%
SRE Sempra 0.0%
Value ($000) $49 Shares 650 Est. Cost $68.97 Unrealized -3.2%
INMD Inmode Ltd 0.0%
Value ($000) $48 Shares 2,168 Est. Cost $27.67 Unrealized -18.9%
RMD Resmed Inc 0.0%
Value ($000) $48 Shares 280 Est. Cost $207.70 Unrealized -27.4%
NOBL S&P 500 Aristocrats ETF 0.0%
Value ($000) $48 Shares 504 Est. Cost $89.20 Unrealized
AIG American Intl Group Inc New 0.0%
Value ($000) $47 Shares 700 Est. Cost $53.46 Unrealized +13.8%
LEN Lennar Corp 0.0%
Value ($000) $47 Shares 316 Est. Cost $69.41 Unrealized +68.4%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $47 Shares 186 Est. Cost $236.56 Unrealized
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $46 Shares 495 Est. Cost $53.29 Unrealized +70.8%
XLE Select Sector SPDR Energy ETF 0.0%
Value ($000) $46 Shares 548 Est. Cost $71.37 Unrealized
SPYD Spdr Ser Tr S&P 500 High Divd ETF 0.0%
Value ($000) $45 Shares 1,160 Est. Cost $39.66 Unrealized
BEN Franklin Resource Inc 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $21.97 Unrealized 0.0%
IBB I Shares Nasdaq Biotechnology 0.0%
Value ($000) $44 Shares 325 Est. Cost $120.24 Unrealized
MRSH Marsh & McLennan Inc 0.0%
Value ($000) $44 Shares 233 Est. Cost $151.97 Unrealized +23.0%
RHP Ryman Hospitality Pptys Inc 0.0%
Value ($000) $44 Shares 400 Est. Cost $75.00 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $44 Shares 3,602 Est. Cost $10.38 Unrealized -7.2%
DCI Donaldson Inc 0.0%
Value ($000) $42 Shares 650 Est. Cost $59.95 Unrealized -2.0%
PDBC Invesco Optimum Yld Div Comdty Fd ETF 0.0%
Value ($000) $42 Shares 3,189 Est. Cost $13.30 Unrealized
HASI Hannon Armstrong Sustainable Infrastructure 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $30.72 Unrealized -37.6%
INGR Ingredion Inc 0.0%
Value ($000) $41 Shares 380 Est. Cost $89.86 Unrealized +11.7%
LEN/B Lennar Corp Cl B 0.0%
Value ($000) $41 Shares 306 Est. Cost $56.95 Unrealized +83.6%
BOX Box Inc Cl A 0.0%
Value ($000) $41 Shares 1,600 Est. Cost $27.94 Unrealized -9.5%
XLV Amex Healthcare Select Sector SPDR ETF 0.0%
Value ($000) $41 Shares 300 Est. Cost $132.73 Unrealized
ASML ASML Hldg NV NY 0.0%
Value ($000) $41 Shares 54 Est. Cost $518.70 Unrealized
OKE Oneok Inc New 0.0%
Value ($000) $40 Shares 572 Est. Cost $51.26 Unrealized +17.7%
PIVYX Putnam Intl Capital Opportunities Fd 0.0%
Value ($000) $39 Shares 1,002 Est. Cost $33.53 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $39 Shares 300 Est. Cost $100.68 Unrealized +6.2%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $39 Shares 150 Est. Cost $180.00 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $39 Shares 250 Est. Cost $123.77 Unrealized +16.6%
BHP BHP Group Limited 0.0%
Value ($000) $39 Shares 566 Est. Cost $56.54 Unrealized
CRWD Crowdstrike Hldgs Inc A 0.0%
Value ($000) $38 Shares 150 Est. Cost $151.62 Unrealized +38.1%
CPRT Copart Inc 0.0%
Value ($000) $38 Shares 778 Est. Cost $47.24 Unrealized 0.0%
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $38 Shares 600 Est. Cost $69.31 Unrealized
ITA IShs Tr Dow Jones US Aerospace & Defense Idx 0.0%
Value ($000) $38 Shares 300 Est. Cost $100.00 Unrealized
GDXJ Vaneck Vectors Jr Gold Miners ETF 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $32.23 Unrealized
TXT Textron Inc 0.0%
Value ($000) $38 Shares 470 Est. Cost $74.34 Unrealized +4.1%
IHE Ishares US Pharmaceuticals ETF 0.0%
Value ($000) $38 Shares 203 Est. Cost $176.98 Unrealized
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $38 Shares 870 Est. Cost $52.87 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $37 Shares 715 Est. Cost $89.58 Unrealized
REET Ishares Global REIT ETF 0.0%
Value ($000) $37 Shares 1,546 Est. Cost $21.75 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $37 Shares 902 Est. Cost $29.56 Unrealized +25.3%
VWILX Vanguard Intl Growth Adm #581 0.0%
Value ($000) $37 Shares 365 Est. Cost $95.89 Unrealized
ITOT Ishares S&P 1500 ETF 0.0%
Value ($000) $37 Shares 350 Est. Cost $81.55 Unrealized
VTEB Vanguard Tax Exempt Bond ETF 0.0%
Value ($000) $37 Shares 720 Est. Cost $51.05 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $37 Shares 434 Est. Cost $87.01 Unrealized -12.3%
VXF Vang Extended Mkts Index Fd ETF 0.0%
Value ($000) $36 Shares 220 Est. Cost $131.82 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $36 Shares 666 Est. Cost $41.19 Unrealized +19.0%
NFFFX American New World Fd Cl F2 0.0%
Value ($000) $36 Shares 480 Est. Cost $61.07 Unrealized
IGF Ishs S&P Global Infrastructure Idx ETF 0.0%
Value ($000) $36 Shares 760 Est. Cost $47.37 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $35 Shares 930 Est. Cost $30.81 Unrealized
UBS London Fi Enhanced Large Cap 0.0%
Value ($000) $35 Shares 50 Est. Cost $400.00 Unrealized
MGC Vanguard Mega Cap 300 Idx ETF 0.0%
Value ($000) $34 Shares 202 Est. Cost $133.66 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $34 Shares 1,533 Est. Cost $18.99 Unrealized +1.1%
NTR Nutrien Ltd NPV 0.0%
Value ($000) $34 Shares 600 Est. Cost $70.32 Unrealized -25.3%
XLB Select Sector SPDR Tr Materials 0.0%
Value ($000) $33 Shares 390 Est. Cost $83.55 Unrealized
MXI Ishares S&P Global Materials 0.0%
Value ($000) $33 Shares 376 Est. Cost $81.85 Unrealized
Cooper Co Inc New 0.0%
Value ($000) $32 Shares 85 Est. Cost $309.87 Unrealized
ELV Elevance Health Inc 0.0%
Value ($000) $32 Shares 68 Est. Cost $466.72 Unrealized -4.3%
MSGS Madison Square Garden Sports Corp 0.0%
Value ($000) $32 Shares 175 Est. Cost $162.29 Unrealized +6.7%
FECRX First Eagle Credit Opportunities Fd I 0.0%
Value ($000) $32 Shares 1,335 Est. Cost $23.63 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $31 Shares 850 Est. Cost $36.49 Unrealized -9.1%
ENTG Entegris Inc 0.0%
Value ($000) $31 Shares 260 Est. Cost $100.54 Unrealized 0.0%
LBTYA Liberty Global Ltd A 0.0%
Value ($000) $31 Shares 1,747 Est. Cost $8.35 Unrealized 0.0%
ESGE IShares MSCI EM ESG ETF 0.0%
Value ($000) $31 Shares 964 Est. Cost $41.63 Unrealized
AVY Avery Dennison Corporation 0.0%
Value ($000) $30 Shares 150 Est. Cost $161.63 Unrealized +11.1%
KBWB Invesco KBW Bank ETF 0.0%
Value ($000) $30 Shares 616 Est. Cost $45.23 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $30 Shares 1,144 Est. Cost $34.55 Unrealized
VTABX Vanguard Total Intl Index Fd Adm 0.0%
Value ($000) $30 Shares 1,514 Est. Cost $19.11 Unrealized
STT State Street Corp 0.0%
Value ($000) $30 Shares 382 Est. Cost $62.66 Unrealized +3.4%
BABA Alibaba Group Hldg Ltd ADR 0.0%
Value ($000) $29 Shares 377 Est. Cost $109.26 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $29 Shares 1,013 Est. Cost $28.17 Unrealized -11.6%
EQIX Equinix Inc 0.0%
Value ($000) $29 Shares 36 Est. Cost $528.26 Unrealized +38.9%
Liberty Media Corp Del Liberty SiriusXm Ser C 0.0%
Value ($000) $29 Shares 991 Est. Cost $25.46 Unrealized
CWST Casella Waste Systems Inc Cl A 0.0%
Value ($000) $28 Shares 325 Est. Cost $77.85 Unrealized +3.2%
IR Ingersoll Rand Inc 0.0%
Value ($000) $27 Shares 355 Est. Cost $45.34 Unrealized +50.5%
BCE BCE Inc New 0.0%
Value ($000) $27 Shares 694 Est. Cost $36.65 Unrealized -11.4%
AER Aercap Holdings NV 0.0%
Value ($000) $27 Shares 365 Est. Cost $65.01 Unrealized 0.0%
TRI Thomson Reuters Corp 0.0%
Value ($000) $27 Shares 214 Est. Cost $124.59 Unrealized +2.9%
MAS Masco Corp 0.0%
Value ($000) $27 Shares 403 Est. Cost $34.58 Unrealized +62.0%
ABNB Airbnb Inc Cl A 0.0%
Value ($000) $27 Shares 198 Est. Cost $128.95 Unrealized 0.0%
LII Lennox Intl Inc 0.0%
Value ($000) $27 Shares 60 Est. Cost $390.92 Unrealized 0.0%
OCUL Ocular Therapeutix Inc 0.0%
Value ($000) $27 Shares 6,000 Est. Cost $3.38 Unrealized -12.6%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $27 Shares 66 Est. Cost $195.78 Unrealized 0.0%
ZM Zoom Video Communications Inc Cl A 0.0%
Value ($000) $26 Shares 362 Est. Cost $103.36 Unrealized -36.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $26 Shares 50 Est. Cost $316.90 Unrealized +36.3%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $66.03 Unrealized
CDW CDW Corp 0.0%
Value ($000) $25 Shares 112 Est. Cost $167.18 Unrealized +23.3%
NTRS Northern Trust Corp 0.0%
Value ($000) $25 Shares 300 Est. Cost $89.24 Unrealized -22.5%
AVAV Aerovironment Inc 0.0%
Value ($000) $25 Shares 200 Est. Cost $88.85 Unrealized +37.7%
GUNR Flexshs Morningstar Glbl Upstream Nat Res Idx 0.0%
Value ($000) $25 Shares 602 Est. Cost $40.07 Unrealized
CHTR Charter Communications Inc 0.0%
Value ($000) $24 Shares 62 Est. Cost $412.46 Unrealized -1.1%
DLTR Dollar Tree Inc 0.0%
Value ($000) $24 Shares 169 Est. Cost $118.40 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $24 Shares 213 Est. Cost $96.42 Unrealized -5.7%
GRNB Vaneck Green Bond ETF 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.30 Unrealized
WBS Webster Financial Corp 0.0%
Value ($000) $24 Shares 467 Est. Cost $48.16 Unrealized -10.3%
LW Lamb Weston Hldgs Inc 0.0%
Value ($000) $23 Shares 217 Est. Cost $92.03 Unrealized 0.0%
TRP TC Energy Corp 0.0%
Value ($000) $23 Shares 600 Est. Cost $39.87 Unrealized -17.2%
HUBB Hubbell Inc 0.0%
Value ($000) $23 Shares 70 Est. Cost $267.20 Unrealized +9.4%
EZM Wisdomtree Midcap Earnings 0.0%
Value ($000) $23 Shares 400 Est. Cost $49.74 Unrealized
BAM Brookfield Asset Mgmt Ltd 0.0%
Value ($000) $23 Shares 562 Est. Cost $27.10 Unrealized +16.1%
CGW Invesco S&P Global Water Index ETF 0.0%
Value ($000) $23 Shares 425 Est. Cost $44.71 Unrealized
AWI Armstrong World Inds Inc New 0.0%
Value ($000) $22 Shares 228 Est. Cost $81.24 Unrealized 0.0%
ITT ITT Inc 0.0%
Value ($000) $22 Shares 183 Est. Cost $71.25 Unrealized +47.6%
SFM Sprouts Farmers Market 0.0%
Value ($000) $22 Shares 450 Est. Cost $34.91 Unrealized +25.3%
STE Steris PLC Ord 0.0%
Value ($000) $21 Shares 97 Est. Cost $207.61 Unrealized 0.0%
MAT Mattel Inc 0.0%
Value ($000) $21 Shares 1,120 Est. Cost $21.60 Unrealized -9.9%
STWD Starwood Property Trust Inc REIT 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
IRM Iron Mtn Inc New 0.0%
Value ($000) $21 Shares 300 Est. Cost $45.77 Unrealized +27.6%
MC Moelis & Co Cl A 0.0%
Value ($000) $21 Shares 371 Est. Cost $42.63 Unrealized 0.0%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $21 Shares 246 Est. Cost $68.44 Unrealized
VT Vanguard Intl Equity Total World Idx Fd ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $86.21 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $20 Shares 480 Est. Cost $60.31 Unrealized -22.8%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $20 Shares 84 Est. Cost $203.98 Unrealized +10.3%
CC Chemours Co 0.0%
Value ($000) $20 Shares 640 Est. Cost $32.04 Unrealized -22.3%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $105.60 Unrealized
ODC Oil Dri Corp Amer 0.0%
Value ($000) $20 Shares 300 Est. Cost $13.10 Unrealized +131.7%
PCAR Paccar Inc 0.0%
Value ($000) $20 Shares 203 Est. Cost $57.73 Unrealized +41.7%
MYE Myers Industries Inc 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.11 Unrealized -18.1%
IWC Ishares Russell Microcap Idx Fund 0.0%
Value ($000) $19 Shares 168 Est. Cost $101.19 Unrealized
NEU Newmarket Corp 0.0%
Value ($000) $19 Shares 35 Est. Cost $484.07 Unrealized 0.0%
ZION Zions Bancorporation 0.0%
Value ($000) $19 Shares 430 Est. Cost $44.28 Unrealized -18.4%
WPC W P Carey Inc 0.0%
Value ($000) $19 Shares 291 Est. Cost $67.56 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $19 Shares 42 Est. Cost $410.10 Unrealized -2.1%
CTAS Cintas Corporation 0.0%
Value ($000) $19 Shares 31 Est. Cost $101.52 Unrealized +29.7%
CHDN Churchill Downs Inc 0.0%
Value ($000) $19 Shares 138 Est. Cost $117.64 Unrealized 0.0%
Bayerische Motoren Werke AG ADR 0.0%
Value ($000) $19 Shares 500 Est. Cost $29.89 Unrealized
BBT Berkshire Hills Bancorp Inc 0.0%
Value ($000) $19 Shares 747 Est. Cost $23.08 Unrealized -13.5%
DXJ WisdomTree Japan Hedged Equity Fd 0.0%
Value ($000) $18 Shares 210 Est. Cost $70.72 Unrealized
JEF Jefferies Finl Group Inc 0.0%
Value ($000) $18 Shares 455 Est. Cost $29.51 Unrealized +12.5%
MPLX MPLX LP 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.00 Unrealized
POOL Pool Corp 0.0%
Value ($000) $18 Shares 46 Est. Cost $340.10 Unrealized 0.0%
WDFC WD 40 0.0%
Value ($000) $18 Shares 75 Est. Cost $175.17 Unrealized +22.8%
XLY Consumer Discr Select Sector SPDR ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $147.58 Unrealized
CW Curtiss-Wright Corp 0.0%
Value ($000) $18 Shares 80 Est. Cost $140.24 Unrealized +48.4%
POST Post Hldgs Inc 0.0%
Value ($000) $18 Shares 201 Est. Cost $84.88 Unrealized 0.0%
CBRE CBRE Group Inc Cl A 0.0%
Value ($000) $18 Shares 189 Est. Cost $77.74 Unrealized 0.0%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $17 Shares 304 Est. Cost $57.08 Unrealized -4.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.32 Unrealized -21.0%
CXT Crane Nxt Co 0.0%
Value ($000) $17 Shares 300 Est. Cost $51.81 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $17 Shares 139 Est. Cost $173.89 Unrealized -33.0%
HIG Hartford Finl Svcs Group Inc 0.0%
Value ($000) $16 Shares 205 Est. Cost $65.75 Unrealized +10.2%
PLD ProLogis Inc 0.0%
Value ($000) $16 Shares 123 Est. Cost $120.48 Unrealized -12.3%
MCI Barings Corporate Invs 0.0%
Value ($000) $16 Shares 888 Est. Cost $13.51 Unrealized
ALSN Allison Transmission Hldgs Inc 0.0%
Value ($000) $16 Shares 280 Est. Cost $54.40 Unrealized 0.0%
Barrick Gold Corporation 0.0%
Value ($000) $16 Shares 900 Est. Cost $16.46 Unrealized
NVT nVent Electric PLC 0.0%
Value ($000) $16 Shares 275 Est. Cost $37.67 Unrealized +37.3%
DGRW Wisdomtree US Quality Dividend ETF 0.0%
Value ($000) $16 Shares 231 Est. Cost $59.41 Unrealized
EFV Ishares MSCI EAFE Value Idx Fund 0.0%
Value ($000) $16 Shares 300 Est. Cost $48.53 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $16 Shares 108 Est. Cost $214.74 Unrealized -38.5%
AMAL Amalgamated Financial Corp 0.0%
Value ($000) $15 Shares 560 Est. Cost $15.24 Unrealized +29.6%
KNSL Kinsale Cap Group Inc 0.0%
Value ($000) $15 Shares 44 Est. Cost $219.87 Unrealized +68.2%
ATR Aptargroup Inc 0.0%
Value ($000) $15 Shares 119 Est. Cost $122.13 Unrealized 0.0%
WDAY Workday Inc 0.0%
Value ($000) $15 Shares 53 Est. Cost $238.09 Unrealized 0.0%
PNR Pentair PLC 0.0%
Value ($000) $15 Shares 200 Est. Cost $47.74 Unrealized +32.2%
IT Gartner Inc 0.0%
Value ($000) $14 Shares 32 Est. Cost $399.48 Unrealized 0.0%
FIW First Trust Water ETF 0.0%
Value ($000) $14 Shares 150 Est. Cost $73.33 Unrealized
Blackrock Res & Commodities Strategy Tr 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $8.75 Unrealized
MSCI MSCI Inc Cl A 0.0%
Value ($000) $14 Shares 25 Est. Cost $463.87 Unrealized +8.5%
BUG Global X Cybersecurity ETF 0.0%
Value ($000) $14 Shares 479 Est. Cost $25.14 Unrealized
BRBR Bellring Brands Inc 0.0%
Value ($000) $14 Shares 253 Est. Cost $48.22 Unrealized 0.0%
SPYG Spdr Ser Tr Portfolio S&P 500 Growth 0.0%
Value ($000) $14 Shares 215 Est. Cost $59.28 Unrealized
ASA Gold & Precious Metals Ltd 0.0%
Value ($000) $14 Shares 900 Est. Cost $14.44 Unrealized
RYN Rayonier Inc (Reit) 0.0%
Value ($000) $13 Shares 401 Est. Cost $31.50 Unrealized
PAVE Global X US Infrastructure ETF 0.0%
Value ($000) $13 Shares 380 Est. Cost $23.68 Unrealized
PAAS Pan American Silver Corp 0.0%
Value ($000) $13 Shares 800 Est. Cost $14.97 Unrealized 0.0%
DLB Dolby Laboratories Inc Cl A 0.0%
Value ($000) $13 Shares 150 Est. Cost $70.94 Unrealized +14.1%
BIRK Birkenstock Holding Plc 0.0%
Value ($000) $13 Shares 265 Est. Cost $43.30 Unrealized 0.0%
GSLC Goldman Sachs Activebeta US Lg Cap Equity ETF 0.0%
Value ($000) $13 Shares 134 Est. Cost $74.63 Unrealized
Virtus Artificial Intelligence & Tech 0.0%
Value ($000) $12 Shares 693 Est. Cost $18.40 Unrealized
Bancroft Fund Ltd 0.0%
Value ($000) $12 Shares 752 Est. Cost $17.05 Unrealized
SFTBY Softbank Group Corp ADR 0.0%
Value ($000) $12 Shares 525 Est. Cost $19.05 Unrealized
BALL Ball Corp 0.0%
Value ($000) $12 Shares 202 Est. Cost $50.04 Unrealized 0.0%
IWL Ishares Russell Top 200 ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $90.00 Unrealized
IDV Ishares Dow Jones International Select Divd 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.20 Unrealized
ELME Elme Communities 0.0%
Value ($000) $11 Shares 750 Est. Cost $21.60 Unrealized
TMDX Transmedics Group Inc 0.0%
Value ($000) $11 Shares 137 Est. Cost $71.98 Unrealized -16.2%
UTHR United Therapeutics Corp Del 0.0%
Value ($000) $10 Shares 47 Est. Cost $230.33 Unrealized +0.1%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $10 Shares 50 Est. Cost $141.02 Unrealized +26.3%
SYM Symbotic Inc Class A 0.0%
Value ($000) $10 Shares 200 Est. Cost $32.85 Unrealized +33.4%
KLG WK Kellogg Co 0.0%
Value ($000) $10 Shares 781 Est. Cost $13.14 Unrealized
FCN FTI Consulting Inc 0.0%
Value ($000) $10 Shares 51 Est. Cost $165.67 Unrealized +24.9%
ALGN Align Technology Inc 0.0%
Value ($000) $10 Shares 37 Est. Cost $265.51 Unrealized -10.7%
ILF Ishares S&P Latin America 40 Index Fund 0.0%
Value ($000) $10 Shares 347 Est. Cost $23.05 Unrealized
TGBAX Templeton Global Bond Fd Adv Cl 0.0%
Value ($000) $10 Shares 1,299 Est. Cost $7.62 Unrealized
Saba Capital Income & Oprnt Fd 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $7.61 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $10 Shares 40 Est. Cost $182.08 Unrealized +28.2%
DG Dollar Gen Corp New 0.0%
Value ($000) $9 Shares 69 Est. Cost $218.89 Unrealized -47.0%
WELL Welltower Inc 0.0%
Value ($000) $9 Shares 101 Est. Cost $81.20 Unrealized +2.3%
RF Regions Financial Corp New 0.0%
Value ($000) $9 Shares 469 Est. Cost $16.93 Unrealized -11.1%
NIO Nio Inc 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.69 Unrealized
LYB LyondellBasell Ind NV A 0.0%
Value ($000) $9 Shares 92 Est. Cost $71.96 Unrealized +11.0%
HAIL SPDR S&P Kensho Smart Mobility ETF 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.73 Unrealized
BBBY Overstock Com Inc Del 0.0%
Value ($000) $8 Shares 300 Est. Cost $18.95 Unrealized 0.0%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $183.30 Unrealized
STLD Steel Dynamics Inc 0.0%
Value ($000) $8 Shares 68 Est. Cost $111.23 Unrealized -3.0%
TYL Tyler Technologies Inc 0.0%
Value ($000) $8 Shares 19 Est. Cost $392.65 Unrealized +1.8%
UTL Unitil Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.98 Unrealized -10.4%
CODI Compass Diversified Hldgs LLC 0.0%
Value ($000) $8 Shares 350 Est. Cost $19.64 Unrealized -7.4%
ENVX Enovix Corporation 0.0%
Value ($000) $8 Shares 625 Est. Cost $14.00 Unrealized -19.9%
GM Gen Mtrs Co 0.0%
Value ($000) $8 Shares 215 Est. Cost $34.35 Unrealized -12.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.54 Unrealized -13.3%
VSS Vang Intl Eqty Idx FTSE All World Sm Cap ETF 0.0%
Value ($000) $7 Shares 64 Est. Cost $109.38 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $7 Shares 66 Est. Cost $113.51 Unrealized -16.4%
Kaman Corporation 0.0%
Value ($000) $7 Shares 300 Est. Cost $30.00 Unrealized
VICI Vici Pptys Inc 0.0%
Value ($000) $7 Shares 225 Est. Cost $25.92 Unrealized 0.0%
PII Polaris Inds Inc 0.0%
Value ($000) $7 Shares 75 Est. Cost $110.04 Unrealized -16.8%
TSCO Tractor Supply Co 0.0%
Value ($000) $7 Shares 33 Est. Cost $38.76 Unrealized +1.6%
TWO Two Hbrs Invt Corp 0.0%
Value ($000) $7 Shares 506 Est. Cost $13.88 Unrealized
STAG Stag Indl Inc 0.0%
Value ($000) $7 Shares 175 Est. Cost $30.00 Unrealized
IFF Intl Flavors & Fragrances Inc 0.0%
Value ($000) $7 Shares 83 Est. Cost $68.80 Unrealized 0.0%
CDRE Cadre Hldgs Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.50 Unrealized +25.6%
NTRA Natera Inc 0.0%
Value ($000) $7 Shares 105 Est. Cost $37.02 Unrealized +34.9%
HAIN Hain Celestial Group Inc 0.0%
Value ($000) $7 Shares 600 Est. Cost $26.17 Unrealized -58.7%
HBNC Horizon Bancorp Inc 0.0%
Value ($000) $6 Shares 450 Est. Cost $17.79 Unrealized -36.6%
DXCM Dexcom Inc 0.0%
Value ($000) $6 Shares 51 Est. Cost $91.48 Unrealized +11.7%
MPX Marine Products Corp 0.0%
Value ($000) $6 Shares 553 Est. Cost $8.47 Unrealized +8.8%
SITE Siteone Landscape Supply Inc 0.0%
Value ($000) $6 Shares 38 Est. Cost $163.32 Unrealized -10.7%
PCTY Paylocity Hldg Corp 0.0%
Value ($000) $6 Shares 37 Est. Cost $182.25 Unrealized -7.6%
IVLU Ishares Tr MSCI Intl Value Fd 0.0%
Value ($000) $6 Shares 226 Est. Cost $26.51 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $32.65 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $6 Shares 68 Est. Cost $79.69 Unrealized -8.1%
FAJGZX First Tr Comb Ser Unit 325 Bld Amer Bds 0.0%
Value ($000) $6 Shares 20 Est. Cost $292.65 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $6 Shares 155 Est. Cost $30.69 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $6 Shares 138 Est. Cost $60.51 Unrealized -39.2%
ARTY Ishares Robotics & Artificial Intel ETF 0.0%
Value ($000) $6 Shares 160 Est. Cost $33.04 Unrealized
HTO SJW Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $75.52 Unrealized -16.0%
Marathon Oil Corp 0.0%
Value ($000) $5 Shares 207 Est. Cost $20.14 Unrealized
VOD Vodafone Group PLC New ADR 0.0%
Value ($000) $5 Shares 545 Est. Cost $9.60 Unrealized
ISUNQ Isun Inc 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $0.40 Unrealized
UAL United Continental Hldgs Inc 0.0%
Value ($000) $4 Shares 107 Est. Cost $43.80 Unrealized -10.2%
LVMUY LVMH Moet Hennessy Louis Vuitton ADR 0.0%
Value ($000) $4 Shares 27 Est. Cost $114.29 Unrealized
ALEX Alexander & Baldwin Inc New 0.0%
Value ($000) $4 Shares 228 Est. Cost $18.07 Unrealized
EADSY Airbus Group ADR 0.0%
Value ($000) $4 Shares 112 Est. Cost $33.48 Unrealized
HHH Howard Hughes Holdings Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.45 Unrealized -7.0%
STX Seagate Technology Hldngs PLC 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.80 Unrealized -1.7%
OSK Oshkosh Corp 0.0%
Value ($000) $4 Shares 38 Est. Cost $80.98 Unrealized +14.8%
Aptiv PLC 0.0%
Value ($000) $4 Shares 45 Est. Cost $89.01 Unrealized
Fisker Inc Cl A 0.0%
Value ($000) $4 Shares 2,300 Est. Cost $8.70 Unrealized
Morgan Stanley India Invt Fd I 0.0%
Value ($000) $4 Shares 179 Est. Cost $22.35 Unrealized
CNC Centene Corp 0.0%
Value ($000) $4 Shares 51 Est. Cost $69.26 Unrealized +4.2%
INSP Inspire Medical Systems Inc 0.0%
Value ($000) $4 Shares 18 Est. Cost $214.36 Unrealized -24.4%
RBLX Roblox Corp A 0.0%
Value ($000) $4 Shares 80 Est. Cost $33.59 Unrealized +10.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $4 Shares 219 Est. Cost $17.68 Unrealized -2.4%
SNA Snap On Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $199.43 Unrealized +27.8%
MBGYY Mercedes Benz Group ADR 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.09 Unrealized
HESAY Hermes International SA ADR 0.0%
Value ($000) $3 Shares 16 Est. Cost $211.94 Unrealized
ARR Armour Residential Reit Inc 0.0%
Value ($000) $3 Shares 175 Est. Cost $19.32 Unrealized
NNDM Nano Dimension Ltd 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $3.03 Unrealized
TKO TKO Group Holdings Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $99.79 Unrealized -21.4%
SAFRY Safran ADR 0.0%
Value ($000) $3 Shares 74 Est. Cost $44.04 Unrealized
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $104.49 Unrealized -13.3%
DSDVY DSV A/S ADR 0.0%
Value ($000) $3 Shares 37 Est. Cost $87.84 Unrealized
BLD Topbuild Corp 0.0%
Value ($000) $3 Shares 8 Est. Cost $183.01 Unrealized +56.5%
BSJO Invesco Slf Idx Bulletshs 2024 Hi Yld Cp ETF 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.90 Unrealized
IBN Icici Bank Ltd Adr 0.0%
Value ($000) $3 Shares 119 Est. Cost $23.84 Unrealized
BHF Brighthouse Finl Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $49.88 Unrealized -0.4%
NHC National Healthcare Corp 0.0%
Value ($000) $3 Shares 30 Est. Cost $60.62 Unrealized +26.4%
Hanesbrands Inc 0.0%
Value ($000) $3 Shares 615 Est. Cost $10.48 Unrealized
GDDY Godaddy Inc Cl A 0.0%
Value ($000) $2 Shares 23 Est. Cost $89.43 Unrealized 0.0%
AVB Avalonbay Cmntys Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $161.55 Unrealized 0.0%
EXPD Expeditors Intl Of Wash Inc 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.69 Unrealized 0.0%
EXR Extra Space Storage Inc 0.0%
Value ($000) $2 Shares 14 Est. Cost $115.65 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $130.73 Unrealized 0.0%
BG Bunge Global SA 0.0%
Value ($000) $2 Shares 21 Est. Cost $98.11 Unrealized 0.0%
Blackrock Muniyield Quality Fd Inc ETF 0.0%
Value ($000) $2 Shares 166 Est. Cost $11.57 Unrealized
TotalEnergies SE 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.37 Unrealized
AMX America Movil Sab De Cv Spns ADR Cl B 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.52 Unrealized
ESLOY Essilor Intl SA ADR 0.0%
Value ($000) $2 Shares 19 Est. Cost $100.32 Unrealized
TEAM Atlassian Corporation Cl A 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.19 Unrealized +23.3%
PTON Peloton Interactive Inc A 0.0%
Value ($000) $2 Shares 300 Est. Cost $16.04 Unrealized -66.4%
UAA Under Armor Inc Class A 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.26 Unrealized -37.3%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 2 Est. Cost $655.06 Unrealized +25.0%
NWL Newell Brands Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.95 Unrealized -61.5%
NRG NRG Energy Inc New 0.0%
Value ($000) $2 Shares 33 Est. Cost $31.08 Unrealized +39.8%
CF CF Industries Holdings, Inc. 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.56 Unrealized 0.0%
BGIKX Baillie Gifford Intl Alpha Fd K 0.0%
Value ($000) $2 Shares 119 Est. Cost $12.63 Unrealized
NLY Annaly Capital Management Inc New 0.0%
Value ($000) $1 Shares 75 Est. Cost $18.81 Unrealized
WAB WABTEC Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $97.64 Unrealized +14.4%
UWMC UWM Holdings Corp A 0.0%
Value ($000) $1 Shares 190 Est. Cost $3.83 Unrealized +47.3%
MOS Mosaic Co New 0.0%
Value ($000) $1 Shares 38 Est. Cost $45.32 Unrealized -27.0%
AMRC Ameresco Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $55.35 Unrealized -45.5%
PRNDY Pernod Ricard SA ADR 0.0%
Value ($000) $1 Shares 34 Est. Cost $35.29 Unrealized
Investors Quality Tax Exmpt Tr Ser 129 0.0%
Value ($000) $1 Shares 6 Est. Cost $180.67 Unrealized
AGI Alamos Gold Inc New A 0.0%
Value ($000) $1 Shares 73 Est. Cost $12.97 Unrealized 0.0%
Whole Earth Brands Inc 0.0%
Value ($000) $1 Shares 278 Est. Cost $6.22 Unrealized
OSCR Oscar Health Inc A 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.36 Unrealized +8.4%
SCHE Schwab Strategic Tr Emerging Mkts Equity ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $23.94 Unrealized
TXG 10x Genomics Inc Cl A 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.88 Unrealized -16.1%
Pioneer Natural Resources Co 0.0%
Value ($000) $1 Shares 3 Est. Cost $225.00 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $1 Shares 44 Est. Cost $9.98 Unrealized 0.0%
DXC DXC Technology Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $22.25 Unrealized 0.0%
Canoo Inc Cl A 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.48 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $1 Shares 29 Est. Cost $15.16 Unrealized +1.2%
BP Prudhoe Bay Royalty Trust 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.00 Unrealized
GME Gamestop Corp New 0.0%
Value ($000) $0 Shares 28 Est. Cost $32.43 Unrealized -54.7%
GL Globe Life Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $115.50 Unrealized 0.0%
Desktop Metal Inc 0.0%
Value ($000) $0 Shares 629 Est. Cost $2.07 Unrealized
Arista Networks Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $235.50 Unrealized
UHS Universal Health Svcs Inc Cl B 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.35 Unrealized 0.0%
DHI D R Horton Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $120.55 Unrealized 0.0%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $179.88 Unrealized 0.0%
ON On Semiconductor Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $97.14 Unrealized -19.1%
MAA Mid Amer Apt Cmntys Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $116.80 Unrealized 0.0%
Aurora Cannabis Inc NPV 0.0%
Value ($000) $0 Shares 833 Est. Cost $1.25 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $113.23 Unrealized 0.0%
VFC V F Cp 0.0%
Value ($000) $0 Shares 20 Est. Cost $71.97 Unrealized -76.2%
EQR Equity Residential 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.84 Unrealized 0.0%
EVRG Evergy Inc NPV 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.25 Unrealized -19.8%
Bluebird Bio Inc 0.0%
Value ($000) $0 Shares 253 Est. Cost $23.72 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.43 Unrealized +3.9%
SNAP Snap Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.80 Unrealized -46.2%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $0 Shares 6 Est. Cost $76.73 Unrealized -41.3%
INCY Incyte Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.56 Unrealized 0.0%
DVA DaVita Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $92.39 Unrealized 0.0%
GEN Gen Digital Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $22.74 Unrealized -16.3%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $0 Shares 4 Est. Cost $67.79 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.95 Unrealized -0.5%
HCA HCA Healthcare Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $206.83 Unrealized +17.5%
SBAC SBA Communications Corp Cl A 0.0%
Value ($000) $0 Shares 1 Est. Cost $215.61 Unrealized 0.0%
DFIN Donnelley Finl Solutions Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.01 Unrealized 0.0%
UDR UDR Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.13 Unrealized -11.7%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $28.56 Unrealized -8.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $30.20 Unrealized 0.0%
RVTY Revvity Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.91 Unrealized 0.0%
HLT Hilton Worldwide Hldgs Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.29 Unrealized 0.0%
PLUG Plug Power Inc New 0.0%
Value ($000) $0 Shares 40 Est. Cost $19.84 Unrealized -73.6%
CBOE CBOE Global Markets Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.56 Unrealized +56.2%
RHI Robert Half International Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.48 Unrealized 0.0%
ROL Rollins Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.88 Unrealized 0.0%
NLOP Net Lease Office Properties 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.44 Unrealized
TTWO Take-two Interactive Software 0.0%
Value ($000) $0 Shares 1 Est. Cost $149.20 Unrealized 0.0%
CE Celanese Corp Del Ser A 0.0%
Value ($000) $0 Shares 1 Est. Cost $127.36 Unrealized 0.0%
EXPE Expedia Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.47 Unrealized 0.0%
Dish Network Corp Cl A 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.72 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.85 Unrealized +16.9%
ROST Ross Stores Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.75 Unrealized +48.9%
KR Kroger Company 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.39 Unrealized 0.0%
Catalent Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.00 Unrealized
RCL Royal Caribbean Cruises 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.17 Unrealized 0.0%
GNRC Generac Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.00 Unrealized -3.8%
NCLH Norwegian Cruise Line Hldg Ltd 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.04 Unrealized 0.0%
QRVO Qorvo Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.55 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.00 Unrealized 0.0%
Workhorse Group Inc New 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
HAS Hasbro, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $58.47 Unrealized -21.2%
NWSA News Corp New Cl A 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.42 Unrealized +22.8%
PCG PG&E Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.69 Unrealized 0.0%
GTN Gray Television Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.69 Unrealized -3.2%
UNM Unum Group 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.57 Unrealized +24.5%
MGM MGM Resorts International 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.23 Unrealized 0.0%
NTAP Netapp Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.04 Unrealized 0.0%
CHRW C H Robinson Worldwide Inc New 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.41 Unrealized 0.0%
SATS Echostar Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.58 Unrealized -42.9%
Westrock Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.50 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.54 Unrealized 0.0%
DAL Delta Air Lines Inc Del New 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.44 Unrealized 0.0%
NI Nisource Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.04 Unrealized 0.0%
BIGGQ Big Lots Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.59 Unrealized -81.3%
EQT EQT Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.30 Unrealized 0.0%
TPR Tapestry Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.37 Unrealized -3.9%
BWA Borg Warner Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.98 Unrealized -15.5%
EIX Edison Intl 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.41 Unrealized +3.7%
HOLX Hologic Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.63 Unrealized 0.0%
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.05 Unrealized
FMC FMC Corp New 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.47 Unrealized 0.0%
Scilex Holding Co 0.0%
Value ($000) $0 Shares 29 Est. Cost $8.14 Unrealized
SRNE Sorrento Therapeutics Inc 0.0%
Value ($000) $0 Shares 204 Est. Cost $1.73 Unrealized -95.7%
FUVV Arcimoto Inc New 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.91 Unrealized -93.4%
Onyx Svc & Solutions Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost Unrealized
Siguler Guff Distressed Opp Fund 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Swedish Match Compulsory Redeemed Sh TIA 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $8.67 Unrealized
Zander Therapeutics Inc 0.0%
Value ($000) $0 Shares 2,941 Est. Cost Unrealized